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Formal Meeting

Project Post Mortem Meeting Template

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Knowtworthy Inc.
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Understanding what events led to a certain negative business or product outcome can be the difference between success and failure. It’s critical to learn from mistakes and optimize processes to help deal with ever-present and evolving challenges. This template gets into the details of a project post-mortem where you and your team can figure out the issues in your existing processes and weed out costly inefficiencies. You’ll go through the steps of breaking up the problem into parts and investigating issues with a data-driven approach. By the end of the meeting, you should have a set of actionable tasks to improve organizational processes and ensure that problems don’t repeat themselves.

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Meeting Agenda
  1. Short intro - outline goals of the meeting
  2. Present and discuss situation under investigation
    1. Make sure to go through all of the facts and discuss outstanding questions from the team
  3. Discuss the end-result and implications
  4. What should have been done to avoid this situation?
  5. What systems can be put in place to ensure this kind of issue doesn't come up again
  6. Write and assign action items to enact the proposed system
Meeting Purpose

Get to the bottom of what chain of events and decisions led to a certain outcome and improve the underlying procedures to avoid similar situations in the future.

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